Unique Latin American local footprint combined with US operation

Leading third party marketer and placement agent in Latin America

We started operations in New York in 1995. Shortly thereafter, we launched our expansion, opening offices in Latin America. We have more than 20 years of experience in the investment industry and more than 280 professionals.

We currently manage, advise and distribute over US$36 bn (data of March 2017) in local and regional funds and global investment advisory on behalf of private and institutional clients.

We hold strategic alliances with renowned international asset managers that enable us to cover each region and sector of investment with best in class product offering.

ASSET MANAGEMENT

Portfolio managers and strategists with extensive investment experience and wide network of contacts in Latin America

“Bottom-up” analysis developed by a research team of more than 30 professionals with boots on the ground local expertise

“Top-down” view generated by strategists and reflected in the “Tactical Asset Allocation Committee”

Investment Strategies

Equities

All and Small Cap Latin America

Pioneers in the management of small cap equities in Latin America

High tracking error

Taking advantage of the domestic drivers and commodity cycles

Andean and country specific

Research teams in New York, Mexico, Chile, Peru, Colombia and Argentina

Portfolio construction based on high conviction and not on indices

Fixed Income

Latin American corporate debt

“Best ideas” / high conviction focus

High yield bias

Significant off-index exposure

Alternative Investments

Real Estate and Factoring

Real estate vehicles in Peru, Mexico and Uruguay

Leasing and Factoring in Peru

GLOBAL DISTRIBUTION

More than 20 years of experience providing advice to Latin American institutional clients in the management of their investments.

Institutional Advisory Services

We satisfy the sophisticated needs of larger institutions by way of the offering and development of investment products and services